John Varick

Vice President

With over 15 years of experience in the financial services industry, my professional philosophy is to assist each individual and/ or family to formulate and address their financial life goals. I create unbiased customized investment strategies to help build, protect, and preserve my client's wealth by establishing a friendly, trusting relationship that will lead to attaining those goals.

Cambridge Investment Research provides the framework, and Synergy Wealth Management in Houston and Austin, the support, from which I can expertly assess each client's current situation, leading to advice for future planning and investing.  Regular re-assessment of needs and portfolios is crucial to a successful investment path:  throughout the accumulation of wealth and the distribution of income after retirement.  I have earned my Series 6, 63, and 65 registrations, currently held with Cambridge Investment Research, Inc.

 

Phone 7136817699
Fax 7136817609
Mobile Phone 7134787439